Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1526
2025
Q1
Sell
-14,620
Closed -$284K 1460
2024
Q4
$284K Sell
14,620
-1,727
-11% -$33.6K ﹤0.01% 597
2024
Q3
$559K Buy
+16,347
New +$559K ﹤0.01% 344